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Portfolio » SOFI - SoFi Technologies, Inc. SOFI Earnings & Dividends

SOFI Projected Income - DEMO PORTFOLIO
Monthly
$0
Weekly
$0
Daily
$0
SOFI Value
$8,461
P&L
$5,997 (+243.3%)
Total Dividends
$0
12-mo FWD Income
$0
FWD Yield
0.00%
Yield-on-Cost
0.00%

SOFI Holdings Details

Total Shares:515.00
Total Value:$8,461
Total Dividends:$0
Total Return:$5,997 (+243.3%)
SOFI Last Price:$16.43
Forward Dividend:$0.00
Forward Yield:0.00%
Yield on Cost:0.00%

SOFI Position Breakdown

Cost Basis: $2,465
DRIP Value: $0
Dividends: $0
Unrealized G/L: $5,997

Stock Lots

Buy DateSharesCost/ShareCost BasisValueReturnAction
2022-08-29 400.00 $4.83 $1,932 $6,572 $4,640 (+240.2%)
2022-09-13 100.00 $4.60 $460 $1,643 $1,183 (+257.2%)
2023-02-03 15.00 $4.86 $73 $246 $174 (+238.1%)
TOTAL 515.00 $4.79 $2,465 $8,461 $5,997 (+243.3%)

Sales Events

Sale DateSharesSale PriceCost BasisProceedsP&LAction

Complete History

DateEventStart SharesChangeDiv AmtDRIP SharesExec PriceClose PriceEnd SharesTotal Value
2023-02-03 BUY 500.00 +15.00 $4.86 $7.46 515.00 $3,841.90
2022-09-13 BUY 400.00 +100.00 $4.60 $5.84 500.00 $2,920.00
2022-08-29 BUY 0.00 +400.00 $4.83 $6.00 400.00 $2,400.00
2022-08-29 DRIP START
TOTALS: $0.00 +0.00 515.00 $8,461.45

DRIP Events

Start DateEnd DateStatusAction
2022-08-29 Active

DRIP Shares Accumulated

DateStart SharesDiv/ShareTotal DivPriceDRIP SharesEnd Shares

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